OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
(31:03) Elon vs Sam Altman lawsuit
(41:00) Big tech smashes earnings, Capex explosion
(52:44) Vibecoding nightmare: AI deleted someone's codebase
(58:33) Retatrutide craze: peptides go mainstream
(1:06:34) Friedberg's Supreme Court experience

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Referenced in the show:
https://www.instagram.com/missthingthepod
https://www.wsj.com/tech/ai/op....enai-misses-key-reve
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/stat....us/20497231856174125
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/s....tatus/20498682277405
https://x.com/ns123abc/status/2049527702076449244
https://www.reuters.com/legal/....litigation/openai-tr
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/statu....s/204810347101943424
https://x.com/levie/status/2049163935182733396
https://www.foxnews.com/media/....carville-tells-dems-

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